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Technology Stocks : Siebel Systems (SEBL) - strong buy? -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (2654)4/7/1999 3:04:00 PM
From: Cesare J Marini  Respond to of 6974
 
What's interesting is that there was a story on CBS Marketwatch just recently in which SEBL was specifically referred to as a company that will likely sidestep much of the Y2K-related slowdown.

URL:

cbs.marketwatch.com

"In particular, Pickrel mentioned both Siebel Systems and i2 as companies that are "doing pretty well" and shouldn't get snagged by the Year 2000 glitch."



To: Lizzie Tudor who wrote (2654)4/7/1999 3:05:00 PM
From: still learning  Respond to of 6974
 
I think one of the best indications that something's amiss is CATP. They focus on ERP and CRM and they've had some serious issues lately. True, they had a corp. reorg, but I don't think their problems are solely internal and single-company issues. I think we're seeing a serious slowdown.



To: Lizzie Tudor who wrote (2654)4/7/1999 3:07:00 PM
From: Trader Dave  Read Replies (3) | Respond to of 6974
 
I think we'll see evidence that Front office is becoming a keystone for e-commerce.

This moronic behavior of the institutional investment community creates massive opportunity.

Conventional thinking is that if you're not web-enabled, you're dead.

Conventional thinking creates conventional returns.

Added to sebl today, still have room to buy more. I may never get over my Tom and Howard concerns.

TD